KANSAS CITY, Mo., March 27, 2012 /PRNewswire/ -- DST Brokerage Solutions, a DST Systems business unit committed to the development of the financial industry's first truly integrated brokerage platform, today announced that Vision Professional has reached agreements with over 50 unique broker-dealers.
Vision Professional, launched in 2011, is a component of the DST Brokerage Solutions offering designed to help broker-dealers better manage their business. Vision Professional provides access to premium content seamlessly integrated into the DST Vision website, and offers enhanced features providing advisors an affordable solution for generating consolidated customer reports. Vision Professional is also integrated with Advisor WatchGuard, an independent product offered by Watchguard Financial, LLC, to generate product analytic reporting.
By aggregating data from major clearing firms as well as mutual fund, variable annuity and REIT companies, Vision Professional delivers broker-dealers and their advisors consolidated reporting. The premium reporting is accessible online and by tablet and mobile. Advisors may also permission direct access to investors. The solution may be deployed from within a broker-dealer proprietary website through a private label offering.
"The rapid adoption of Vision Professional by the broker-dealer community validates our mission of providing value-add solutions that streamline daily operations," said Mike Abbaei, President, DST Brokerage Solutions. "We're encouraged by the industry's recognition of the competitive advantages this offering provides."The DST Brokerage Solutions team represents decades of experiences in operations, wealth management, investment banking, mutual fund sub-accounting, and securities trading. DST Brokerage Solutions provides innovative applications and service solutions to the broker-dealer marketplace, including an evolving array of capabilities:
- Automated compliance
- Portfolio aggregation, management, and reporting for advisors
- Mobile access for advisors and clients
- Electronic account onboarding
- Electronic fund trading
- Business process management and workflow
- Enterprise social media integration
- Customer communications
- Business strategy, technology and operations consulting
- Brokerage subaccounting
- Business process outsourcing